Money Mediary – March 26, 2025

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March 26, 2025

Today's Top Insider Moves That Matter

Markets took a sharp defensive turn today, with technology, consumer cyclical, and communication services sectors under heavy pressure. Semiconductors led the decline, dragged down by sharp losses in mega-cap names, while internet content, auto manufacturers, and software applications all saw red. In contrast, healthcare plans, energy, and financials showed strength—especially insurance and oil majors—suggesting a shift toward value and defensiveness amid macro jitters.

Insider activity tracked closely with these sector rotations. Tech insiders trimmed exposure aggressively, while financial and healthcare executives stepped in with high-conviction buys. CEO accumulation in annuities, clustered biotech buying, and institutional-scale entries point to selective risk-taking where valuations look attractive.

Let’s break down the most meaningful insider trades of the day.

Biggest Insider Sales

💼 Endeavor Group Holdings $EDR ( ▲ 1.46% ) – $578.6M Institutional Exit

  • Who’s Selling? Canada Pension Plan Investment Board (10% Owner)

  • What They Sold: 21,038,712 shares at $27.50

  • Total Value: $578.6M

  • Why It Matters: A complete liquidation by one of the world’s largest institutional holders. This isn’t portfolio rebalancing—it’s a full-scale departure.

🔧 Broadcom Inc. $AVGO ( ▲ 2.21% ) – $120.6M Proposed Insider Sale

  • Who’s Selling? D95GT, LLC (Managing Member)

  • What They Sold: 663,976 shares at $181.60

  • Total Value: $120.6M

  • Why It Matters: This proposed trade is massive. While not yet executed, its size alone raises eyebrows—likely timed around perceived peak valuations.

🏡 Compass Inc. $COMP ( ▲ 0.14% ) – $91.5M Major Stake Trim

  • Who’s Selling? SVF Excalibur (Cayman) Ltd (10% Owner)

  • What They Sold: 10,000,000 shares at $9.15

  • Total Value: $91.5M

  • Why It Matters: A meaningful 17% reduction in holdings from a major backer of this real estate tech player. Not a total exit, but a strong de-risking signal.

🛒 Kroger Co. $KR ( ▼ 1.89% ) – $22.9M Proposed Executive Sale

  • Who’s Selling? Rodney McMullen (Former Officer & BOD)

  • What They Sold: 349,293 shares at $65.54

  • Total Value: $22.9M

  • Why It Matters: Proposed sales don’t always materialize—but when a former CEO files to offload this much, it deserves attention.

🖥️ Workday Inc. $WDAY ( ▲ 1.12% ) – $17.5M 10% Owner Liquidation

  • Who’s Selling? David Duffield (10% Owner)

  • What They Sold: 70,144 shares at $250.26

  • Total Value: $17.5M

  • Why It Matters: The company’s co-founder just cut 40% of his stake. When visionaries scale back this significantly, it often precedes recalibration.

While these insiders are heading for the exits, others are stepping in with major bets. Let’s break down where the smart money is moving next.

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